AM Markets Need to Know: AI data center deal, Tesla denial, and more

U.S. stock index futures were firmer as tech sentiment stayed upbeat after Amazon’s strong earnings. The article highlights several market-moving developments: a possible $15 billion financing package for a Google-backed Anthropic AI data center in Texas, reinforcing bullish AI infrastructure spending; Elon Musk’s denial of a report that Tesla discussed separating its China business, which reduces immediate restructuring concerns but keeps strategic questions alive; a sharp rally in South Korean chipmakers SK Hynix and Samsung on renewed AI spending optimism; Michael Burry’s expanded bearish bets against AI and semiconductor names, including increased puts in Nvidia and shorts in Micron and SOXX, signaling caution toward the crowded AI trade; and an appeals court ruling that keeps Enbridge’s Line 5 relocation issue alive while allowing more time, limiting near-term disruption to a key energy corridor. Overall, the tone is mixed but mostly supportive for tech-related shares and AI infrastructure beneficiaries.